Our Services
At Profin CFO, we provide comprehensive financial services tailored to meet the unique needs of individuals and small businesses. Our team of experienced professionals is committed to helping you achieve your financial goals through expert guidance and support.
Tax Preparation (Individual & Small Business)
Accurate and timely preparation and filing of federal and state income tax returns to minimize your tax liability and maximize your return. Take advantage of stress-free tax filing, expert guidance on tax deductions and credits, no up-front costs, and refund transfer services available to use your refund to pay for our tax preparation services.
To get started, create an account in the client portal and complete the intake form here. For questions before you get started, schedule a consultation by clicking the link below:
Bookkeeping & Accounting
All businesses should keep organized and up-to-date financial records for informed decision-making. As a QuickBooks Certified ProAdvisor, we offer accounting system setup, book clean-up, monthly or quarterly categorization of financial transactions, bank and credit card account reconciliation, and generation of financial statements (e.g., balance sheet, income statement).
Fractional CFO
Gain a competitive edge with our financial analysis and strategic guidance services. Our expert finance team offers cash flow planning, budgeting, forecasting, profitability analysis, strategic planning, and regular business review meetings to help you achieve success at a fraction of the cost. Don't miss out on this opportunity to take your business to the next level.
the benefits of choosing profin cfo!
Expertise: Our team comprises experienced financial professionals dedicated to providing high-quality services.
Personalized Approach: We take the time to understand your unique needs and tailor our services accordingly.
Proactive Solutions: We provide proactive advice and solutions to help you achieve your financial goals.